Investor Portal Migration

Dump historical investor files. VENTIQ maps them to investors.

Existing funds can upload since-inception SOAs, capital calls, distribution notices, IRR statements, tax files and investor reports. VENTIQ classifies documents, matches them to investors and prepares them for portal publishing.

Commercial promise

From old folders to investor login.

The fund should not manually rebuild every investor folder. VENTIQ should read the old data room, classify documents, match investor records and show only exceptions for review.

Investors loaded0From latest batch
Documents scanned0PDF dump preview
Matched documents00% match rate
Ready to publish0Matched and classified
Review queue0Needs confirmation

Migration controls

Load investors and classify document dump

Start by loading the latest investor import batch. Then generate a demo historical PDF dump or upload your own PDF filenames for classification and investor matching.

Folder classification

Document folders created

SOA0
Capital Call Notice0
Distribution Notice0
IRR Statement0
Tax Document0
Portfolio Update0
Fund Report0
Other Document0

Investor matching logic

How VENTIQ matches old files

Primary matchInvestor code
Secondary matchEmail or name
Control layerException queue
Investor coverage0 investors

Migration review

First 30 classified investor documents

This review table is the key commercial control. Auto-matched documents can be published. Review items need manual confirmation before going into investor accounts.

File nameFolderMatched investorConfidenceStatusReason
No documents classified yet. Load investors, then generate a demo dump or upload PDF filenames.